Institutional Ownership First Tr Ex Trad Fd Viii Cboe (FOCT)
This table provides information about the institutional ownership of First Tr Ex Trad Fd Viii Cboe (FOCT). We have compiled data on the 132 institutions that hold shares in the stock, with a total of 5.37 Million shares, which have been reported (via 13F filing form) to have a value of $222 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
530,741
shares
|
$21.9 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
340,067
shares
|
$14.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 25.3%
|
|
Le Clair Wealth Partners LLC
Dublin, OH |
Feb 14, 2025 Q4 2024 |
285,025
shares
|
$11.8 Million
8.1% of portfolio
|
Q4 2024
New holding
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
275,945
shares
|
$11.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 50.98%
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
Feb 14, 2025 Q4 2024 |
272,832
shares
|
$11.3 Million
0.24% of portfolio
|
Q4 2024
Reduced 97.65%
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
May 01, 2025 Q1 2025 |
267,935
shares
|
$11.1 Million
0.36% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
180,388
shares
|
$7.46 Million
0.26% of portfolio
|
Q4 2024
Added 2915.51%
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
178,368
shares
|
$7.37 Million
0.03% of portfolio
|
Q1 2025
Reduced 5.5%
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
162,340
shares
|
$6.71 Million
0.01% of portfolio
|
Q4 2024
Added 58.5%
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
156,445
shares
|
$6.47 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
154,885
shares
|
$6.4 Million
0.02% of portfolio
|
Q1 2025
Added 39.28%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
131,820
shares
|
$5.45 Million
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
123,461
shares
|
$5.1 Million
0.64% of portfolio
|
Q4 2024
New holding
|
|
Reap Financial Group, LLC
Austin, TX |
Feb 27, 2025 Q4 2024 |
106,512
shares
|
$4.4 Million
1.13% of portfolio
|
Q4 2024
Reduced 10.91%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
106,491
shares
|
$4.4 Million
0.01% of portfolio
|
Q4 2024
Added 6.7%
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
99,600
shares
|
$4.12 Million
0.02% of portfolio
|
Q4 2024
Added 60.4%
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
89,956
shares
|
$3.72 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
Soa Wealth Advisors, Llc.
|
Apr 14, 2025 Q1 2025 |
88,044
shares
|
$3.64 Million
0.43% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
79,651
shares
|
$3.29 Million
0.13% of portfolio
|
Q4 2024
Added 498.12%
|
|
Valtinson Bruner Financial Planning LLC
|
Feb 10, 2025 Q4 2024 |
76,729
shares
|
$3.17 Million
1.35% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
Acorn Financial Advisory Services Inc
|
Apr 29, 2025 Q1 2025 |
74,014
shares
|
$3.06 Million
0.67% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
72,361
shares
|
$2.99 Million
0.0% of portfolio
|
Q4 2024
Added 28.29%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
72,296
shares
|
$2.99 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.24%
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
64,622
shares
|
$2.67 Million
0.01% of portfolio
|
Q4 2024
Added 149.51%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
64,323
shares
|
$2.66 Million
0.0% of portfolio
|
Q1 2025
Added 3.96%
|